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Dr. Benjamin Moritz

Investor

Head of Investment Research at FINVIA Family Office GmbH

Bergisch Gladbach, North Rhine-Westphalia, Germany

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About

Dr. Benjamin Moritz is Head of Investment Research and Investment Consulting at FINVIA, where he serves on the Investment Committee and works on investment solutions across public and private markets. His work includes forecasting returns and risks, building portfolio optimization frameworks, conducting scenario and stress tests, and modeling cash flows and NAVs for alternative investments, with roughly 20 years of investment experience and a focus on integrating artificial intelligence into investment management since 2014. His research on machine learning and text-based asset allocation received the German Finance Association's Best Paper Award and the Advancement Award for Artificial Intelligence in the Financial Sector, has been cited more than 215 times, and he teaches at the Duale Hochschule Schleswig-Holstein.

Experience

  1. Duale Hochschule Schleswig-Holstein (DHSH)Dozentcurrent2026 — present
  2. FINVIAHead of Investment Researchcurrent2022 — present
  3. HQ Asset ManagementExecutive Partner2018 — 2022Greater Dusseldorf Area
  4. Ludwig-Maximilians Universität MünchenPhD in Statistics ("Applications of Textual Analysis and Machine Learning in Asset Pricing")2012 — 2018Greater Munich Metropolitan Area
  5. Sal. Oppenheim jr. & Cie. AG & Co. KGaAVice President2008 — 2018Cologne Bonn Region
  6. University of Applied Sciences KoblenzDozent2012Remagen
  7. Sal. Oppenheim jr. & Cie. AG & Co. KGaAQuantitative Researcher (Intern)2007 — 2008Cologne Bonn Region
  8. Dresdner Bank AGCredit Risk Analyst (Intern)2006 — 2007Frankfurt Rhine-Main Metropolitan Area
  9. KfWVenture Capital Analyst (Working Student)2005 — 2006Cologne Bonn Region
  10. AXARisk Analyst (Working Student)2005Cologne Bonn Region

Skills & more

Machine Learning9Financial Markets13Data Science9Statistics1Investment Strategies2Macroeconomics2Capital Markets3Asset Management2Portfolio Management1Financial Modeling2Quantitative Analysis2Investments1
+12 moreFinancial AnalysisRiskEquitiesStatistical Data AnalysisStatistical ModelingEconometricsProject ManagementAgileRSQLMatlabGit

From Dr.'s professional profile.

Colleagues at FINVIA Family Office GmbH

Ayse Kula
Office Managerin at ALPS Family Office AG
Beatrice Reed
Senior Family Officer at FINVIA Family Office GmbH
Björn Seemann
Geschäftsführer | Managing Partner at FINVIA Family Office GmbH
Chad Larson
Senior Advisor at KawiSafi Ventures
Christian Maschner
Head of Investment Office at FINVIA Family Office GmbH
Christian Neuhaus
Family Office Advisory | Gründer at FINVIA Family Office GmbH
Chukwuebuka Amaji
Investment Associate at KawiSafi Ventures
Dr. Peter Gattineau
Head of Legal, Risk & Compliance at FINVIA Family Office GmbH

Frequently asked questions

Who is Dr. Benjamin Moritz?
Dr. Benjamin Moritz is Head of Investment Research and Investment Consulting at FINVIA, where he serves on the Investment Committee and works on investment solutions across public and private markets. His work includes forecasting returns and risks, building portfolio optimization frameworks, conducting scenario and stress tests, and modeling cash flows and NAVs for alternative investments, with roughly 20 years of investment experience and a focus on integrating artificial intelligence into investment management since 2014. His research on machine learning and text-based asset allocation received the German Finance Association's Best Paper Award and the Advancement Award for Artificial Intelligence in the Financial Sector, has been cited more than 215 times, and he teaches at the Duale Hochschule Schleswig-Holstein.
Where does Dr. Benjamin Moritz work?
Dr. Benjamin Moritz is Head of Investment Research at FINVIA Family Office GmbH.
Where did Dr. Benjamin Moritz go to school?
Dr. Benjamin Moritz studied at Ludwig-Maximilians-Universität München (Doctor of Philosophy - PhD, Statistics (Textual Analysis); The London School of Economics and Political Science (LSE) (Macroeconomics); University of Geneva (Financial Econometrics and Forecasting).

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